Back to homepage

Tag "Equities"

Peak Profit Margins? A US Perspective

Peak Profit Margins? A US Perspective

🕔13:02, 22.Apr 2019

Over the last two decades, US corporate profit margins have surged and have contributed more than half of the excess return of equities relative to cash. Without that consistent expansion of margins, US equities would be 40% lower than they

Read Full Article
This time it’s different

This time it’s different

🕔17:02, 18.Apr 2019

Fundamental Equities Outlook  Since the beginning of the year, global equity markets have staged a swift comeback, turning around the dismal performance of the final quarter of 2018. Year-to-date, the MSCI World is up almost 16% in US dollar terms

Read Full Article
Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.Apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

Read Full Article
Sector Dashboard

Sector Dashboard

🕔11:02, 12.Apr 2019

Overview Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider

Read Full Article
Time to be selective

Time to be selective

🕔13:02, 10.Apr 2019

Emerging Market Equity Spotlight Despite their troubles last year, emerging market equities are back in the spotlight. And, with trade tensions easing and dovish central banks in retreat, could the asset class emerge as a true leader? Trade tensions eased

Read Full Article

March’s yield curve inversion vs the equity rally

🕔16:29, 5.Apr 2019

Key points Global equities continue to advance with year-to-date performance now running at 14.4%, supported by the strong growth and cyclical rally March witnessed fear return with the inversion of the US treasury yield curve. We examine previous episodes and

Read Full Article
U.S. Equities March 2019

U.S. Equities March 2019

🕔13:03, 3.Apr 2019

The S&P 500® was up 1.79% in March, bringing its YTD return to 13.07%. The Dow Jones Industrial Average® gained 0.05% for the month and rose 11.15% YTD. The S&P MidCap 400® fell 0.74% for the month and was up

Read Full Article
The Overlooked Persistence of Active Outperformance

The Overlooked Persistence of Active Outperformance

🕔15:02, 30.Mar 2019

White Paper With stock markets fueled by extraordinary central bank intervention in the wake of the Global Financial Crisis, passive equity strategies have seen great success in terms of performance, fund flows and press coverage. Often overlooked in the haste

Read Full Article
The Wealth of Nations

The Wealth of Nations

🕔14:02, 29.Mar 2019

Emerging Markets Outlook Emerging markets (EM) have been fast out of the gate in 2019, recalling last year’s strong start and subsequent stumble. While we are constructive on the prospects for EM performance in the year ahead, we think the

Read Full Article
Small‑Caps Can Weather European Market Volatility

Small‑Caps Can Weather European Market Volatility

🕔14:02, 29.Mar 2019

Innovative Growth Companies Offer Resilient Quality. European equity markets are likely to remain volatile in 2019. Europe is home to many innovative growth companies that could perform well over the medium term.

Read Full Article
Global weekly commentary

Global weekly commentary

🕔14:02, 28.Mar 2019

Tectonic shifts support tech Innovation has long supported tech companies’ performance. This year is no exception, we believe. Yet meaningful shifts in technology are creating uneven benefits (and drawbacks) within the sector and beyond. As a result, we advocate a

Read Full Article
A contrarian view on Europe

A contrarian view on Europe

🕔15:02, 23.Mar 2019

Economic clouds are somewhat darker in Europe compared to this time last year, but we are not subscribers to the notion of an economic Armageddon. European equity markets are trading well below levels seen at the end of 2017 as

Read Full Article
Asset allocation view

Asset allocation view

🕔15:02, 21.Mar 2019

The broad-based risk rally that started after Christmas has not yet subsided, with this positive surprise for investors largely driven by the Federal Reserve signalling a slower pace of monetary tightening, and by positive signs on the trade talks between

Read Full Article
Why earnings matter

Why earnings matter

🕔01:01, 21.Mar 2019

Reaffirming the philosophy that underpins our investment process Rosenberg Equities’ core investment belief is that earnings matter. Why? Because we believe that future earnings and fundamentals ultimately drive share prices. We seek to capitalise on this by building what we

Read Full Article
Catalysts needed to sustain risk on rally

Catalysts needed to sustain risk on rally

🕔01:00, 13.Mar 2019

Research & Strategy Insights Equities markets have enjoyed a stellar start to the year with the global benchmark up 9% and cyclical plays outperforming. The risk-on rally contrasts with the slowing macro momentum and earnings outlook. We see an unappealing

Read Full Article
Where to look for opportunities outside U.S. equities

Where to look for opportunities outside U.S. equities

🕔14:03, 8.Mar 2019

With the U.S. market trading at decade-high premiums relative to international and emerging equities, and since the S&P 500’s earnings lead appears to be vanishing, we believe other regions are ripe to take on leadership.  

Read Full Article
Dear Eurozone equities

Dear Eurozone equities

🕔13:02, 7.Mar 2019

Dear Eurozone equities, you have been our main hope and we have favoured you since 2014. You have been a disappointment and have lagged global equities. You may appear cheap compared to other regions, but not versus your own history.

Read Full Article
Searching for Alpha Consistency in Emerging Market Equities

Searching for Alpha Consistency in Emerging Market Equities

🕔11:03, 7.Mar 2019

Despite recent headwinds related to country-specific economies and trade wars, emerging markets continue to be a source of alpha for investors. The success of emerging markets in the past has been based on themes. The major theme for growth going

Read Full Article
U.S. Equities February 2019

U.S. Equities February 2019

🕔13:02, 6.Mar 2019

In February, the S&P 500 continued where January left off, posting a broad 2.97% gain, after January’s 7.87% gain (the best since January 1987, the year of the crash), mostly negating December’s 9.18% fall (the worst December since 1931). The

Read Full Article
Truths and the Future of Active Equity Investing

Truths and the Future of Active Equity Investing

🕔02:10, 28.Feb 2019

Use of index strategies has increased in recent years, but institutional investors globally say that has not diminished the importance of active equity strategies in their portfolios. A survey and interview program with more than 200 institutional investment decision makers

Read Full Article
Overcoming the challenges of ESG integration in Chinese A-shares

Overcoming the challenges of ESG integration in Chinese A-shares

🕔14:05, 27.Feb 2019

Tailored ESG integration methodology for Chinese A-shares Powerful tool to spot the winners and losers in domestic market ESG profile coverage for 100% of portfolio and 70% of universe

Read Full Article
Incorporating low volatility equity into a strategic allocation

Incorporating low volatility equity into a strategic allocation

🕔15:02, 23.Feb 2019

Executive summary Low volatility equity strategies aim to provide market-like returns with significantly lower risk. They look to accomplish this by offering downside protection and meaningful upside participation. Given their defensive nature, investors want to know whether low volatility strategies

Read Full Article
Harnessing ESG as an Alpha Source in Active Quantitative Equities

Harnessing ESG as an Alpha Source in Active Quantitative Equities

🕔15:02, 23.Feb 2019

IQ insights At State Street Global Advisors (SSGA), we engage in environmental, social and governance investing (ESG) across a broad range of asset classes and investment styles. Approaches range from the screening of ESG themes to the full integration of

Read Full Article
Think Like an Owner

Think Like an Owner

🕔01:02, 22.Feb 2019

On the Markets Business managers are always looking for ways to maximize the value of the firm. One way to do that is to encourage everyone to think like an owner. After all, if employees are thinking like an owner

Read Full Article
With Uncertainty Ahead, is it Time for Low Vol Strategies?

With Uncertainty Ahead, is it Time for Low Vol Strategies?

🕔19:02, 19.Feb 2019

Strategy Espresso While global growth is expected to slow in 2019, we feel that US equities are still the place to be due to relatively strong earnings and fairly robust economic data. However, investors should be cognisant of the volatility associated

Read Full Article

Search

Featured Events

  1. First Trust Event: The Antidote to Conventional Wisdom

    April 25 @ 17:00 - 20:00
  2. Long-term Equities

    May 21 @ 13:00 - 17:00
  3. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus

Search on date

April 2019
M T W T F S S
« Mar    
1234567
891011121314
15161718192021
22232425262728
2930